+96.1%
UL vs PAYC
+1,229.9%
-1,133.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.3% |
| 7D | -1.3% | -2.9% | +1.5% | -1.0% |
| 30D | +0.5% | +32.8% | -32.3% | -2.7% |
| 3M | +17.6% | +69.3% | -51.7% | +10.9% |
| 6M | -5.4% | +74.0% | -79.3% | -11.4% |
| YTD | +0.7% | +46.4% | -45.7% | -4.1% |
| 1Y | -9.3% | +4.2% | -13.4% | -10.4% |
| 3Y | +24.5% | -19.7% | +44.3% | +23.7% |
| 5Y | +23.2% | -52.0% | +75.2% | +27.4% |
| 10Y | +64.5% | +356.9% | -292.4% | +27.5% |
| All | +96.1% | +1,229.9% | -1,133.7% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling